Whittier Trust’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Whittier Trust’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.62M	Sell	15,971 -2,471	-13%	-$255K	0.02%	321
2026 Q1	$1.91M	Buy	18,442 +5,250	+40%	+$541K	0.02%	272
2025 Q4	$1.35M	Hold	13,192	–	–	0.01%	312
2025 Q3	$1.36M	Sell	13,192 -38	-0.3%	-$3.92K	0.02%	308
2025 Q2	$1.36M	Hold	13,230	–	–	0.02%	341
2025 Q1	$1.37M	Buy	13,230 +500	+4%	+$50.9K	0.02%	333
2024 Q4	$1.28M	Buy	+12,730	New	+$1.28M	0.02%	348
2019 Q1	–	Sell	-496	Closed	-$49K	–	1492
2018 Q4	$49K	Hold	496	–	–	﹤0.01%	779
2018 Q3	$49K	Hold	496	–	–	﹤0.01%	776
2018 Q2	$49K	Hold	496	–	–	﹤0.01%	763
2018 Q1	$50K	Buy	+496	New	+$49.5K	﹤0.01%	774

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Whittier Trust's STIP Position: Q2 2026 in Review

Whittier Trust reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 13% in Q2 2026, selling an estimated $255K and leaving 15,971 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #321.

Whittier Trust first reported a position in STIP in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.91M in Q1 2026. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Whittier Trust held 15,971 shares of iShares 0-5 Year TIPS Bond ETF worth $1.62M as of Q2 2026.
Whittier Trust sold 2,471 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $255K.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Whittier Trust's portfolio in Q2 2026, its #321 holding.
Whittier Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 11 quarters since.
Whittier Trust's iShares 0-5 Year TIPS Bond ETF position peaked at $1.91M in Q1 2026.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.